RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
551Black Diamond Financial, LLC$927,550$271,867,668$36,078,775$307,946,443
552Legacy Advisory Group, LLC$924,528$47,000,000$2,000,000$49,000,000
553Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
554Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
555GS Investment Inc$918,961$164,871,364$1,460,543$166,331,907
556Waters, Parkerson & Co., LLC$914,740$1,431,372,665$100,817,010$1,532,189,675
557RZH Advisors LLC$914,471$863,260,610$863,260,610
558Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
559KeatsConnelly$913,578$274,675,371$4,879,417$279,554,788
560Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
561Mendel Money Management Inc$907,488$141,568,192$141,568,192
562Donald W. Nicholson & Associates Ltd.$906,102$148,600,746$148,600,746
563Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
564Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
565Victus Capital Wealth$901,840$141,000,000$6,000,000$147,000,000
566Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
567Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
568Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
569Olympus Wealth Management, LLC$897,137$161,190,685$11,956,818$173,147,503
570Park, Miller$896,031$193,540,825$1,868$193,542,693
571Princeton Portfolio Strategies Group LLC$892,885$394,551,992$5,460,266$400,012,258
572Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
573Montvue Capital Management, Inc.$891,526$135,512,027$135,512,027
574Harvest Capital Management Inc$891,416$650,733,868$650,733,868
575Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
576PJS Investment Management$886,831$488,019,711$21,021,079$509,040,790
577Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
578Millares Asset Management, LLC$881,391$125,157,471$125,157,471
579Schnieders Capital Management$878,873$331,062,972$403,674,441$734,737,413
580Blue Ocean Capital$877,232$443,001,929$443,001,929
581Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
582Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
583Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
584Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
585Oak Financial Group Inc$866,758$193,566,267$587,435$194,153,702
586Family WMS$864,920$416,111,937$96,785,840$512,897,777
587Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
588Withum Wealth Management$862,246$484,582,000$484,582,000
589&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
590Simplyrich$862,041$164,649,901$164,649,901
591Cardiff Park Advisors$861,187$108,354,197$1,734,586,316$1,842,940,513
592Grove Street Fiduciary, LLC$860,607$238,139,086$11,437,052$249,576,138
593Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
594Vine Street Wealth Management, LLC$855,647$128,101,273$7,090,956$135,192,229
595Carnegie Investment Counsel$854,887$1,780,705,044$57,302,844$1,838,007,888
596Aberdeen Wealth Management$853,328$374,623,106$11,081,295$385,704,401
597Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
598Barnstone Advisors LLC$851,292$105,560,171$105,560,171
599Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
600Monte Financial Group$848,580$228,268,117$228,268,117
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Showing 551 to 600 of 2,205 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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